See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,437 | $106,515-82.7% | $96,683-80.9% | $139,434-86.8% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.3%-24.3pp | 80.3%-30.3pp |
| Annual return | 7.16% | 38.43%-31.3pp | 35.69%-28.5pp | 372.94%-365.8pp |
| Employer contribution / active EE | $1,154 | $4,103-71.9% | $3,737-69.1% | $4,751-75.7% |
| Participant deferral / active EE | $1,154 | $5,454-78.8% | $4,878-76.3% | $6,710-82.8% |
| Admin fee / account holder | $1,152 | $7,877-85.4% | $6,730-82.9% | $11,403-89.9% |